Audit Traps and Planning Strategies for all Professional Clients
ATO's FINAL position on PSI and PSB has been released – We take you through the critical planning strategies.
Tax planning strategies have never been more important for your professional clients and your own practice.
In 2.5 hours, we take you through the profit allocation do's and don'ts and identify key planning opportunities that can save professional clients $’000s.
Some of the topics discussed in the seminar include:
- Tax planning strategies for clients who are subject to the PSI rules and those operating PSBs
- What profit allocations will raise the audit risk profile for you and your professional clients?
- Traps and tips associated with tax planning strategies for clients who pass the PSI rules
- RECENT guidelines highlight tax planning opportunities for professional clients employing family members
- When will a professional client of a larger firm be considered ‘high risk’ under the ATO’s NEW audit guidelines?
All delegates will receive 2.5 hours of CPD, comprehensive notes, checklists, flowcharts and a recorded copy of the seminar.
Delegates also receive a FREE copy of our 2023 Professional Risk Assessment Software (‘PRAS’). PRAS applies the ATO’s updated audit guidelines to assess a professional client’s audit risk.
Presented by Andrew Gardiner & Rebecca Morgan
